Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | NASDQ 100 CVRDGW | 2151 | $3,431,309 | 118,689 | 0.00 | 0.00 | 9,305 | 8.51 | 12-31-2023 |
| COLUMBIA ETF TR I | US ESG EQUITY | 2152 | $3,429,788 | 84,389 | 0.00 | 0.00 | 11,722 | 16.13 | 12-31-2023 |
| ASSURED GUARANTY LTD | COM | 2153 | $3,420,572 | 45,711 | 0.00 | 0.00 | 3,894 | 9.31 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | HIGH INCM STRGC | 2154 | $3,419,833 | 76,242 | 0.00 | 0.00 | 6,271 | 8.96 | 12-31-2023 |
